Markets last week were yet again held hostage by events in the Middle East, particularly the stream of conflicting pronouncements emanating from the White House on an almost daily basis. … Read More

Once again the US/Iran war continued to dominate the front pages, and the thoughts of investors, with any hope of a quick end to the war fading as both sides … Read More

Iran remained very much centre stage last week with dramatic moves in the oil price. The price of Brent crude surged to a high of $115/bbl early in the week, … Read More

The war with Iran has led to a surge in energy prices which could represent a significant new headwind for the global economy. The size of the impact will very … Read More

Last week’s market moves seem somewhat irrelevant given the dramatic developments over the weekend. But for what it’s worth, global equities were up 0.4% in local currency terms and 0.9% … Read More